David's Estate
Estate
Executor readiness
Hoole & Pemberton Solicitors
Suggested next steps
Items (12)
Activity
Built on INHERIT v2
This demo is built on INHERIT v2 — an open standard for describing an estate. We show you honestly which parts of this screen the standard can hold today, which are planned, and which are still gaps.
- Supported now2 entriesThe standard already has a place for this today.
- Supported now · shared core0 entriesSupported by the part of the standard shared across our brands.
- Planned3 entriesA change proposal covers this. Where we can check the standard’s own record, we show its status.
- Gap — needs planning0 entriesOn the screen, but no change proposal covers it yet. These still need planning.
- Not a standard concept1 entriesPage furniture, or something we decided the standard should not hold.
6 traced entries on this screen, from two overlapping traces
Each entry comes from either the screen’s feature list or the data the screen displays. The two traces overlap, so one feature can appear twice: these are entries, not a count of distinct features.
PlannedFeatured firm's fee
ICP-0016 Professional engagement & marketplace data model (approved in the standard)ICP-0044 Steward/authority-grant remuneration facet + paid-helper undue-influence safeguardICP-0006 Marketplace & dealer modelICP-0008 Delegation, stewardship & marketplace integrity
PlannedFull-rate IHT estimate
ICP-0002 IHT 36% reduced charity rate (approved in the standard)
PlannedWhat planning could save
ICP-0002 IHT 36% reduced charity rate (approved in the standard)
Supported nowCategory summary (property, items, accounts and pensions)
Comes from: record.assets_registry
a field on the validated INHERIT v2 estate record
Supported nowEstate total
Comes from: record.estates.0.gross_value
a field on the validated INHERIT v2 estate record
Not a standard concept
dashboard.app-shellWhy not: app-layer navigation dashboard; aggregates data dispositioned on its own screens, not a distinct standard concept
declined by Josh Thayre
The 30 change proposals this demo relies on
A change proposal (ICP) is a tracked request to extend the standard. These are the ones behind the “Planned” features across all 32 screens — and the few already adopted and built. Where the standard has a written proposal we show its status from the standard’s own record; where it does not, we say so rather than guess.
- ICP-0001 · TT-657 — Port v1 consumer-estate surface into v2 (approved in the standard)
- ICP-0002 · TT-658 — IHT 36% reduced charity rate (approved in the standard)
- ICP-0006 · TT-663 — Marketplace & dealer model (tracked; no written proposal yet)
- ICP-0007 · TT-664 — Valuation lifecycle enrichment (tracked; no written proposal yet)
- ICP-0008 · TT-665 — Delegation, stewardship & marketplace integrity (tracked; no written proposal yet)
- ICP-0013 · TT-672 — Condition grading (tracked; no written proposal yet)
- ICP-0014 · TT-673 — Collector records bundle (tracked; no written proposal yet)
- ICP-0015 · TT-674 — Legal-assurance model (pending in the standard)
- ICP-0016 · TT-681 — Professional engagement & marketplace data model (approved in the standard)
- ICP-0019 · TT-684 — Executor / personal-representative appointment & powers model (pending in the standard)
- ICP-0020 · TT-685 — Distribution-logic primitives: survivorship, age-contingent, abatement, cy-près (pending in the standard)
- ICP-0021 · TT-686 — Wishes, directives & plan-assessment primitives (pending in the standard)
- ICP-0022 · TT-1029 — Post-death estate-administration & will-lifecycle domain (pending in the standard)
- ICP-0024 · TT-1031 — Nomination / expression-of-wish — non-testamentary transfer route (pending in the standard)
- ICP-0026 · TT-1033 — Free-text→structured multi-entity extraction (pending in the standard)
- ICP-0027 · TT-1034 — Living-Monitoring change-event model (pending in the standard)
- ICP-0028 · TT-1040 — Couple / mirror-vs-mutual wills modelling (pending in the standard)
- ICP-0029 · TT-1068 — Insurance-cover model (pending in the standard)
- ICP-0030 · TT-1069 — Catalogue item-import adapter (pending in the standard)
- ICP-0033 · TT-1131 — Executor pre-death readiness facet (tracked; no written proposal yet)
- ICP-0034 · TT-1132 — E&W IHT spouse exemption (tracked; no written proposal yet)
- ICP-0044 · TT-1143 — Steward/authority-grant remuneration facet + paid-helper undue-influence safeguard (tracked; no written proposal yet)
- ICP-0045 · TT-1014 — general Media/attachment primitive (tracked; no written proposal yet)
- ICP-0046 · TT-1144 — Multi-opinion / consensus valuation shape (tracked; no written proposal yet)
- ICP-0047 · TT-1145 — Compute faith fixed-shares (tracked; no written proposal yet)
- ICP-0052 · TT-1172 — Funeral & farewell domain (tracked; no written proposal yet)
- ICP-0054 · TT-1174 — Asset-side external-registry enrichment (tracked; no written proposal yet)
- ICP-0055 · TT-1175 — Asset enrichment facets: maker/external-id (tracked; no written proposal yet)
- ICP-0061 · TT-687 — Heir collaboration & asset-claim resolution (tracked; no written proposal yet)
- ICP-0062 · TT-688 — Collections & asset disposition (tracked; no written proposal yet)
Checked against a pinned copy of the standard’s change-proposal register (69 proposals, standard at main@f63ca72e116d), and against the standard’s own record of what it has adopted (24 written proposals, 66 computed rules). Sample estate — demo data, no sign-up.